Client Services Administrator - Whiteley, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Whiteley, United Kingdom

5 days ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Reed have been engaged to support private wealth management company, providing investment management services and financial planning solutions to private clients.

The Company have a strong, dynamic culture where everyone feels part of a team and where theycan have fun and grow in their career, with a passion for excellence and customer service.


About the role:


  • Actively contributing to process improvement both in terms of idea generation and execution.
  • Demonstrating a good use of IT software with an ability to quickly become a superuser in sufficient depth to be able to identify data integrity issues and the process to rectify these.
  • Demonstrating a consistently high level of client care to both internal and external clients.
  • Enter and maintain accurate data on all business systems in a timely manner.
  • Processing of new and existing life, pensions, protection and investment business.
  • Adhoc valuation and regular review processing.
  • Assisting with commission processing and tracking including bank reconciliations.
  • Provide support to senior management as required.

Key Skills
Have excellent attention to detail and accuracy
Articulate in all dealings with clients and stakeholders, verbally and within written communications
Ability to work independently and within a team
Be organised and able to prioritise work loads

In return, the client offers

  • Pension: 3% employer contributions
  • Private medical, Death in service, Income Protection, Season ticket loan
  • Hybrid working
  • Holiday: starts at 25 days plus ability to buy and sell
To be considered for the role, please send your updated CV to
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